Configure ERP import job schedule

To configure the optimal schedule, consider the amount of ERP master data. If you have a large amount of ERP master data and you set the import job schedule to run too often, performance issues may occur.

You can set up a job schedule to import the ERP master data to the Kofax AP Agility database by following these steps.

  1. Launch the TotalAgility Designer
  2. From the navigation pane, select System > Job Schedules.

    The Job schedules page is displayed for the Default Category.

  3. From the Category list, select AP Agility.

    A list of AP Agility job schedules is displayed, if there are any.

  4. Click New to add a new schedule.

    The New job schedule window is displayed.

  5. Fill in the new job schedule form as follows.
    1. Enter a Name.
    2. Click on the Process list, select the AP Agility category, and then select the AP Data Import job.
    3. Specify the other settings as required..

      It is recommended that you set up the import job schedule to run once per day. In case of performance issues, ensure that the import occurs when the system if not heavily used. For example, at night.

  6. Click Save to save the import job schedule.